Self-paced

Refine your for Salesforce implementation partner career path with online quote automation course

4
Star Rating
2702 students
5 hours
Open new horizons for your business by learning how to build effective automated workflows in Salesforce. airSlate Academy is an excellent resource for everyone to master RPA technology skills completely free of charge. Sign up for a Online Quote Workflow processing Course for Salesforce Implementation Partner, find out how to quickly implement no-code automation into your daily routine, and find your business productivity increasing!
Refine your for Salesforce implementation partner career path with online quote automation course

About online quote workflow processing course for Salesforce implementation partner

Our quick-start training program offers the basics of business process automation and describes how Salesforce professionals can simplify their daily routine in real examples. After finishing the course, you will be able to automate and improve your Online Quote workflows in approximately 10 minutes without writing a single line of code.

What does this program cover?

The course covers all the steps of the Online Quote workflow developing within the airSlate platform, document creation and pre-filling, and setup of corresponding Bots for seamless data transfer to and from Salesforce records.

Who can enroll in the program?

We developed our Online Quote Workflow processing Course for Salesforce Implementation Partner to enable them to quickly learn how to change standard business operations into highly-effective workflows with minimized human interaction. Other specialists who use Salesforce in their daily routine will also get a lot of tips on rationalizing their work

Why was this program made?

The Online Quote Workflow processing Course for Salesforce Implementation Partner is made to help you in obtaining no-code automation expertise in minimum time and at no cost. Join the airSlate Academy to discover the most advanced ways of improving your business’s productivity.

What does studying involve?

The course consists of three main stages:

  • Theoretical part with the basic concepts of BPA and the terminology we use in airSlate;
  • A precise description of the workflow creation and the Bot installation process;
  • Practical activities to consolidate knowledge and boost automation expertise.

Go through all levels to quickly become a qualified professional in automating Salesforce processes.

What will you learn in the Online Quote automation course?

  • Generate actionable Online Quote docs pre-filled with Salesforce data
  • Set up conditional routing between Salesforce contacts and internal and external recipients
  • Create new or update existing Salesforce records based on data entered into a doc
  • Trigger Salesforce actions based on actionable data in documents
  • Save documents to Salesforce attachments or external storage services

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.

Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. There are a number of ways to use airSlate Bots to automate the movement of data across apps and documents, as well as the generation of reminders and notifications.

We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.

Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.

You can take as many classes as you want. But we don't think you should take too many classes at once because some of them need your full attention. Sign up now to keep studying at a rapid pace.

These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.

For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.

Partner Connect is the airSlate Partnership program. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.